West Highland Capital Stocks in Bill Wexler's Messages
Matches with its 1998-2001 portfolios
are highlighted in red.
 
   This was a story for the record books. Wexler posted any number of messages naming five to eight stocks that few had ever heard of. All or almost all
   of them turned up in the portfolio of West Highland Capital, a hedge fund in the city where he said he lived until 2003.  The number of shares West
   Highland held in these companies strongly suggested that the fund was shorting these companies, and holding a small long position consistent with
   the long/short strategy.

   Needless to say, Wexler denies that he is Mike Wilkins or that he ever had anything to do with West Highland Capital or Manuel Asensio.  We find his 
   denials less than credible.
  
 
Started By: Bill Wexler
Date: Feb 19, 1998  12:47 AM

Bill Wexler's model short portfolio...

ATHM
BTIM
TCOMA
TRBO
ZITL
ZONA

I decided to start this thread to discuss my very favorite short ideas and to create a model portfolio. Since stocks have decided never to go down again, and it's a bygone conclusion that we are in a permanent bull market, I was curious to see how these particular stocks would perform.

[remaining text deleted for brevity]


 
      
To:Yamakita who wrote (2499)
From: Bill Wexler
Wednesday, Sep 9, 1998  5:16 AM
 of 4633

LOL!! That gives me an idea...maybe we should list some of the fine investment pardigms which has caused so much grief for their investors/victims...and so many profits for short sellers.

ZITL - mobile Y2K code factories..."the contract is on my desk".

CCSI - cheap cosmetic color test which doubles as an infant jaundice tester. Darby strikes out in China, then goes shopping in Nordstroms.

GBUR - old compressed salad patties. Yum.

TAVA - we'll find those embedded Y2K bugs in your thermostats and fire engines. Hey, who needs earnings to sell stock nowadays anyway?

ENML - a toothpaste company which thinks it should be valued like a biotech that just discovered a cure for cancer.

CYBG - yeah we got a firewall product. Too bad we can't sell any.

ALTIF - a rock polisher and a hole in the ground.

TRBO - it's a microwave oven that costs $10,000. Want one?

BTIM - our plasma expander works just like generic plasma expander except that its 100 times more expensive. Now give us money.

ZONA - our generic phentolamine tablet does nothing useful, but we managed to convince some goobers in Mexico to buy a few. Got any patents you want to sell?



To:Midland who wrote (3171)
From: Bill Wexler

Wednesday, Sep 30, 1998  7:56 PM
   

I covered TRBO a while back. Nothing has changed which would suggest that TRBO's is worth anything near what its trading at, but I'm personally not in the mood to reenter a new short position on it just yet. My top short pick right now is DTLN, followed by ALTIF, GBUR, ZONA, and HEPH.

 
     
To:Peter V who wrote (3)
From: Bill Wexler
Wednesday, Mar 3, 1999  11:46 PM
 

<<can we discuss shorts>>

Of course. Note I said both grossly under and OVER valued stocks. A company can be overpriced and still be a dog (fundamentally). ZONA, RACE, ABTE, etc. etc. etc.



To:Bill Wexler who started this subject
From: Bill Wexler
Wednesday, Jun 16, 1999  4:41 PM
 

A quick check on Mr. Wexler's recent short picks:

NASDAQ screams up over 100 (4%) today and...

The CCSI stock fraud down 2% to 9
The MCHM stock fraud down 5% to 6 1/8
The ERTH stock fraud down 8% to 6
KERA down 5% to 9 1/16
The VLNC stock fraud unchanged at 6 11/16
CVSN up 2% at 9 5/8
The BTIM stock fraud down 3% at 10 3/8
TRBO down 3% at 7 7/8

The NYSE up nearly 200 and 2% today while...

DRD down 2% at 30 1/8  


 


To:Bill Wexler who wrote (3190)
From: Bill Wexler

Saturday, Sep 4, 1999  8:17 PM
|

BILL WEXLER'S NEW (AND ONGOING) PICKS (9/4/99}

Long

AAPL GUV/AB (NEW POSITION) 10%
COVD OV/AB +10%
DELL UV/SB (NEW POSITION) 20%

Short

BTX [SPF] GOV/SS +10%
CCSI [SPF, CF, OT] GOV/SS +20%
GBUR [OT] GOV/SS +50%
GUMM [SPF, FT] GOV/SS +20%
*IDX [SPF, OT] OV/SS +10%
REFR [SPF, OT] GOV/SS +100%
VLNC [CF, SPF, OT] GOV/SS +20%
ZICA [SPF, OT] GOV/SS +25%

[* Records on West Highland's ownership of IDX vary; NASD records show it held the stock; SEC records do not.  Codes next to ticker symbol reflect a short-lived ranking system used by Wexler.  GOV, for instance, meant Grossly Overvalued].




To:Bill Wexler who wrote (5658)
From: Bill Wexler

Wednesday, Dec 22, 1999  6:34 PM
 

TO THE THREAD...

Have any of you noticed the following?

We are in a market where you have stocks like CMRC that make 70 point moves in one day. There are tons of great tech names there making lots of people lots of money.

yet...

Why is it that when I look on the SI hot list, I inevitably see the fraud stock du jour near the top. Example GUMM, RACE, *IDX, VLNC, etc. And inevitably, you'll see them after some bullshit press release sends the stock flying a whole buck or two for another pump and dump.

Just goes to show you how important hot air is to fraud stock touts.

[* Records on West Highland's ownership of IDX vary; NASD records show it held the stock; SEC records do not].


    The first three posts are from the Profits of Doom thread on Silicon Investor.  The rest are from the Dog Pound thread.